David P. Joyce Net Worth & Financial Disclosure

house

Annual financial disclosure for 2013, filed May 15, 2013. Includes 92 assets and 2 liabilities.

Year:

2013 2012

Est. Net Worth

$1.5M

2013 annual disclosure

Total Assets

$872K - $2.8M

92 assets

Total Liabilities

$200K - $500K

2 liabilities

Total Trades

262

From PTR filings

Trade Volume

$7.2M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2012	$1M
2012	$1M
2013	-$506K
2013	$1.5M

Assets by Category

Other$633K (5)

Stocks$539K (49)

Bank & Cash$283K (4)

ETFs$212K (16)

Mutual Funds$172K (17)

Gov. Securities$0 (1)

Top Stock Holdings (from trades)

Fidelity Limited Term Municipal Income FundFSTFX

$350K

iShares Russell 2000 ETFIWM

$347K

Vanguard Short-Term Corporate Bond ETFVCSH

$281K

iShares Russell 1000 Growth ETFIWF

$273K

Invesco QQQ Trust, Series 1QQQ

$223K

Touchstone Sands Small Cap Growth FundCISGX

$216K

Harbor InternationalHAINX

$208K

Golub Capital BDC, Inc.GBDC

$179K

All Assets (92)

Asset	Type	Owner	Value	Income
Park View Checking	Bank & Cash	Self	$100,001 - $250,000	Interest $1 - $200
Fidelity Checking	Bank & Cash	Self	$50,001 - $100,000	Interest $1 - $200
NewEdge Checking	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
Fidelity Brokerage Holdings	Other	Self	$250,001 - $500,000	Capital Gains $2,501 - $5,000
The Rice Mgmt MF	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
The Rice Mgmt MF	Mutual Funds	Self	$1,001 - $15,000	None
Amogre Nikinde	Other	Self	$1,001 - $15,000	None
Vanguard Total Stock Market ETF(VTI)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $1,000
iShares Core S&P 500 ETF(IVV)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $1,000
iShares MSCI EAFE ETF(EFA)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $1,000
iShares Core U.S. Aggregate Bond ETF(AGG)	ETFs	Self	$1,001 - $15,000	Interest $1 - $1,000
iShares Russell 2000 ETF(IWM)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $1,000
SPDR Gold Shares(GLD)	ETFs	Self	$1,001 - $15,000	Capital Gains $1 - $1,000
SPDR S&P 500 ETF Trust(SPY)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $1,000
SPDR Dow Jones Industrial Average ETF(DIA)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $1,000
Apple Inc.(AAPL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Microsoft Corporation(MSFT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Amazon.com, Inc.(AMZN)	Stocks	Self	$1,001 - $15,000	Capital Gains $1 - $1,000
Alphabet Inc.(GOOGL)	Stocks	Self	$1,001 - $15,000	Capital Gains $1 - $1,000
Meta Platforms, Inc.(META)	Stocks	Self	$1,001 - $15,000	Capital Gains $1 - $1,000
NVIDIA Corporation(NVDA)	Stocks	Self	$1,001 - $15,000	Capital Gains $1 - $1,000
Tesla, Inc.(TSLA)	Stocks	Self	$1,001 - $15,000	Capital Gains $1 - $1,000
Berkshire Hathaway Inc. Class B(BRK.B)	Stocks	Self	$1,001 - $15,000	Capital Gains $1 - $1,000
JPMorgan Chase & Co.(JPM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Johnson & Johnson(JNJ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Procter & Gamble Company(PG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Exxon Mobil Corporation(XOM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Chevron Corporation(CVX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
The Coca-Cola Company(KO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Walmart Inc.(WMT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
The Home Depot, Inc.(HD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Apple Inc.(AAPL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Abbott Laboratories(ABT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Barrick Gold Corporation(GOLD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
AbbVie Inc.(ABBV)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Baidu Inc.(BIDU)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
American International Group(AIG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Cleveland-Cliffs Inc.(CLF)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
EMC Corporation(EMC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Exelon Corporation(EXC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Meta Platforms Inc.(META)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
General Electric Company(GE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Alphabet Inc.(GOOGL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Goldman Sachs Group Inc.(GS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
JPMorgan Chase & Co.(JPM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
MetLife Inc.(MET)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Nike Inc.(NKE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
National Oilwell Varco Inc.(NOV)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Deutsche Bank(DB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Chase(JPM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
JP Morgan(JPM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Bank Shares	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Qualcomm(QCOM)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Walt Disney Co(DIS)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
United Health Group(UNH)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Wells Fargo(WFC)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
AT&T(T)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
DWS ESG Invest	Mutual Funds	Self	$50,001 - $100,000	Capital Gains $201 - $1,000
Morgan Stanley(MS)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Chevron Corp (44.2 shares)(CVX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
JP Morgan Chase Co(JPM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
United Health C/C(UNH)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
2038 PIMCO HYS 4105	Mutual Funds	Self	$1,001 - $15,000	Interest $1 - $200
Ford Motor Co(F)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Fidelity Market	Mutual Funds	Self	$1,001 - $15,000	Interest $1 - $200
Alcoa Inc(AA)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Air Transport Services Group Corp(AIRT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
SPDR S&P MidCap 400 ETF(MDY)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
David Joyce Trust	Other	Self	N/A	None
Fidelity Money Market	Mutual Funds	Self	N/A	Interest
Fidco Treasury	Gov. Securities	Self	N/A	Interest
Alger Growth	Mutual Funds	Self	N/A	Capital Gains
Touchstone Sands	Mutual Funds	Self	N/A	Capital Gains
American Funds	Mutual Funds	Self	N/A	Dividends
Fifth Third Bank	Bank & Cash	Self	N/A	Interest
Saxe Global	Mutual Funds	Self	N/A	Capital Gains
Saxe Gold	Mutual Funds	Self	N/A	Capital Gains
SPDR Index Asia ETF	ETFs	Self	N/A	Dividends
SPDR Index Europe ETF	ETFs	Self	N/A	Dividends
iShares Russell Microcap ETF	ETFs	Self	N/A	Dividends
iShares Russell Value ETF	ETFs	Self	N/A	Dividends
VCORE High Yield	Mutual Funds	Self	N/A	Interest
American New York	Mutual Funds	Self	N/A	Dividends
American Own Mkt	Mutual Funds	Self	N/A	Dividends
American Small Mids	Mutual Funds	Self	N/A	Capital Gains
Fidelity Equity Income	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
SPDR Gold(GLD)	ETFs	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
iShares S&P MidCap(IJH)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
iShares Nasdaq Biotechnology(IBB)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
Fidelity Asia Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill Lynch 2020 Bond	Other	Self	$50,001 - $100,000	Interest $1,001 - $2,500
60 Month 5% Note	Other	Self	$100,001 - $250,000	Interest $2,501 - $5,000

Liabilities (2)

Creditor	Type	Amount	Rate	Term
Prudential Savings	mortgage	$100,001 - $250,000	—	—
Fifth Third Bank	mortgage	$100,001 - $250,000	—	—

Trading Sector Allocation (from PTR trades)

Consumer Cyclical$145K

Financial Services$2.4M

Energy$233K

Healthcare$161K

Industrials$340K

Technology$649K

Basic Materials$41K

Insurance$16K

Utilities$41K

Communication Services$16K

Consumer Defensive$32K

Real Estate$49K

Retail Trade$16K

David P. Joyce trades Wealthiest members Most active traders OH delegation Articles

Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).